Evergreen Wealth Management, LLC: FIS position timeline

Evergreen Wealth Management, LLC held 0 FIS shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -19,210 shares

   13F-HR 0002085853-25-000212 filed by Evergreen Wealth Management, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 19,210 shares

   Change vs previous 13F +58 shares

   0.88% of the 13F portfolio, value $1,563,857.

   13F-HR 0001667731-25-001042 filed by Evergreen Wealth Management, LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 19,152 shares

   Change vs previous 13F +441 shares

   0.85% of the 13F portfolio, value $1,430,286.

   13F-HR 0001667731-25-000590 filed by Evergreen Wealth Management, LLC
   Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 18,711 shares

   Change vs previous 13F +18 shares

   0.89% of the 13F portfolio, value $1,511,254.

   13F-HR 0001667731-25-000193 filed by Evergreen Wealth Management, LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 18,693 shares

   Change vs previous 13F not available

   0.94% of the 13F portfolio, value $1,565,524.

   13F-HR 0001965292-24-000004 filed by Evergreen Wealth Management, LLC
   Filed 2024-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).